Financial Planning for Women

A Driving Force

Increasingly, women are exercising control over their family’s buying decisions. However, women are still underserved by our industry.

Personalized Service & Expertise

At Wealthspire, our advisors understand the challenges and concerns affecting women investors. Our advisors bring deep expertise in helping to navigate life changes (career, relationships, family) that are priorities in our clients’ lives.

How We Serve Women Investors

Career Milestones & Compensation

As your career progresses, our advisors help you understand growing complexities and opportunities to optimize your earnings.

Tax Planning Guidance

Protect your assets by maximizing tax planning strategies and avoid tax-related surprises after a life transition.

Navigating Life Changes

Our advisors help you navigate through life transitions including divorce or the death of a partner.

Multigenerational Caregiving

From education planning to anticipating long-term care needs for aging parents or family members, we are here to guide you.

Retirement and Longevity

As life expectancy for women continues to expand, so does the need for a longer retirement strategy.

Our Dedicated Team

Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 90 advisors across the U.S. to serve you. Looking for a financial advisor? Start your search here.

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